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FANJ

Financial Architects (New Jersey) Portfolio holdings

AUM $663M
1-Year Est. Return 15.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$1.59M
3
+$580K
4
GE icon
GE Aerospace
GE
+$554K
5
ARG
Airgas Inc
ARG
+$489K

Top Sells

1
+$776K
2
+$450K
3
+$341K
4
FDX icon
FedEx
FDX
+$196K
5
GLD icon
SPDR Gold Trust
GLD
+$191K

Sector Composition

1 Financials 8.31%
2 Healthcare 6.91%
3 Technology 6.06%
4 Energy 5.93%
5 Industrials 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$5K ﹤0.01%
266
577
$5K ﹤0.01%
317
578
$5K ﹤0.01%
200
579
$5K ﹤0.01%
+104
580
$5K ﹤0.01%
+160
581
$5K ﹤0.01%
+4,000
582
$5K ﹤0.01%
150
583
$5K ﹤0.01%
100
584
$5K ﹤0.01%
+125
585
$5K ﹤0.01%
128
586
$5K ﹤0.01%
+251
587
$5K ﹤0.01%
116
+36
588
$5K ﹤0.01%
+84
589
$5K ﹤0.01%
+145
590
$5K ﹤0.01%
+86
591
$4K ﹤0.01%
+26
592
$4K ﹤0.01%
+10
593
$4K ﹤0.01%
+57
594
$4K ﹤0.01%
+76
595
$4K ﹤0.01%
+15
596
$4K ﹤0.01%
53
-47
597
$4K ﹤0.01%
+104
598
$4K ﹤0.01%
+690
599
$4K ﹤0.01%
+64
600
$4K ﹤0.01%
+86
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